Open one customer and see everything they did
The first study showed all customers together. This one is the page you get when you open one customer in the admin panel. Every view below shows a single sample customer, Kaveri Foods, an accounts office that keeps the books of 5 companies on 2 PCs. Each view has three ways to show it: A, B and C.
- Every name and number here is sample data. No customer data is on this page.
- The panel can show what the customer did, which ledgers they chose, what they searched for and what went wrong. It cannot show amounts or the text of statement lines: those stay private to the customer, also for administrators.
- Charts animate when you scroll to them. Use Replay on a card to run it again. Point at a mark to see its values.
- Press Pick on the variation you like in each section. You can also leave a section without a pick if you do not want it. Copy your picks at the bottom and send them to me.